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Concord Wealth Partners’s Boot Barn BOOT Stock Holding History

Concord Wealth Partners’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$1.37K – 834
2024
Q4 		$1.37K Hold
9
– – ﹤0.01% 755
2024
Q3 		$1.51K Buy
+9
New +$1.24K ﹤0.01% 778
2023
Q1 		– Sell
-15
Closed -$938 – 1020
2022
Q4 		$938 Buy
+15
New +$899 ﹤0.01% 1072

Other funds holding BOOT

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's BOOT Position: Q1 2025 in Review

Concord Wealth Partners sold out of Boot Barn (BOOT) in Q1 2025, closing a stake of 9 shares — an estimated $1.37K sold.

Concord Wealth Partners first reported a position in BOOT in Q4 2022 and held it in 3 quarters. The position peaked at $1.51K in Q3 2024. 368 funds tracked by Wall St. Rank hold BOOT as of Q1 2025.

  • Concord Wealth Partners reported no remaining Boot Barn position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 Boot Barn shares in Q1 2025, an estimated $1.37K.
  • Concord Wealth Partners first reported a position in Boot Barn in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Boot Barn position peaked at $1.51K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Boot Barn as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.